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Seth R. Freeman observes that global markets are navigating persistent uncertainty driven by U.S. developments and a changing world order. He highlights risks stemming from shifting investor and consumer sentiment, potential policy impacts like credit card rate caps, and the continued influence of Donald Trump. Freeman suggests emerging markets, particularly India, are poised to benefit from these dynamics.
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Zee Entertainment Enterprises (ZEEL) reported a 5% year-on-year decline in its December quarter consolidated net profit, reaching Rs 155 crore. Despite this, the company saw a significant 15% rise in revenue from operations, which stood at Rs 2,149 crore for the quarter.
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Indian equities are seeking a decisive trigger amidst noisy global cues and improving domestic fundamentals. While earnings season has met expectations, macro concerns, particularly currency stability, are weighing on investor confidence. Valuations are normalizing, with excesses now stock-specific, and markets remain in a wait-and-watch mode.
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Indian metal stocks are poised for a favorable phase, driven by robust global demand for both precious and industrial metals, alongside supply constraints and supportive Indian policies. Copper, zinc, and aluminum are expected to see upside, with ferrous metals to follow, as China's demand and domestic protectionism bolster the sector.
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The Nifty has given up most of the gains accumulated over the past couple of months and is now trading comfortably below its record peaks amid rising geopolitical tensions and persistent FII outflow. For India, the impact is more pronounced, as the prolonged tariff dispute with the US has heightened volatility and disrupted market momentum. However, PL Capital has added 4 stocks that could do well in the coming quarters, while removing 6 names from its high conviction ideas. Heres everything you need to know.
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